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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.17% | | 5-Year Average Return: | 5.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.07% | |
Worst 1-Yr Total Return (2008): | -3.59% | |
Best 3-Yr Total Return (2004-6): | 5.25% | |
Worst 3-Yr Total Return (2006-8): | 1.00% |
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| 1-Year: | 28.66% | | 3-Year: | 6.74% | | 5-Year: | 5.69% | | 10-Year: | 7.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | DEEBX | Category | Diff | Index* | Diff | | Year To Date | 23.17 | 15.40 | 7.77 | 6.24 | 16.93 | | 1-Month | 0.29 | 0.24 | 0.05 | 0.49 | -0.2 | | 3-Month | 7.69 | 5.26 | 2.43 | 2.60 | 5.09 | | 1-Year | 48.09 | 30.47 | 17.62 | 13.79 | 34.3 | | 3-Year | 6.90 | 5.79 | 1.11 | 6.35 | 0.55 | | 5-Year | 5.66 | 4.29 | 1.37 | 5.05 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.59 | 23.33 | 7.26 | 7.06 | 23.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 16.54 | 8.82 | 7.72 | 7.94 | 8.6 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | DEEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.59 | -3.72 | 0.13 | | 2007 | | | 2.05 | 3.10 | -1.05 | | 2006 | | | 4.72 | 4.43 | 0.29 | | 2005 | | | 2.08 | 2.23 | -0.15 | | 2004 | | | 9.07 | 6.47 | 2.60 | | 2003 | | | 14.21 | 8.79 | 5.42 | | 2002 | | | 12.37 | 8.36 | 4.01 | | 2001 | | | 13.52 | 7.85 | 5.67 | | 2000 | | | 5.59 | 9.36 | -3.77 | | 1999 | | | -6.43 | -2.73 | -3.70 |
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| PAST QUARTERLY RETURNS (%) FOR
DEEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.44 | 14.45 | 14.70 | N/A | | 2008 | -0.15 | -1.97 | -8.81 | 8.01 | | 2007 | 0.83 | -2.32 | 1.59 | 1.99 | | 2006 | -2.91 | -2.02 | 7.40 | 2.50 | | 2005 | -0.93 | 5.77 | -2.89 | 0.32 | | 2004 | 4.95 | -5.73 | 6.77 | 3.25 | | 2003 | 3.41 | 8.11 | -0.12 | 2.28 | | 2002 | 0.25 | 1.21 | 2.82 | 7.70 | | 2001 | 4.90 | 1.63 | 2.04 | 4.35 | | 2000 | 2.00 | -1.93 | 2.33 | 3.16 | | 1999 | N/A | N/A | N/A | -0.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 49 | 32.65 | | 1-Month | 26 | 52 | 50.00 | | 3-Month | 6 | 52 | 11.54 | | 6-Month | 14 | 51 | 27.45 | | 1-Year | 5 | 49 | 10.20 | | 3-Year | 12 | 38 | 31.58 | | 5-Year | 7 | 29 | 24.14 |
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Performance
